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Financial Advisor
New York
Rochester
NOVEM GROUP

NOVEM GROUP

Tel: 585-348-9525 350 Linden Oaks Suite 140 Rochester, New York 14625

About NOVEM GROUP

NOVEM GROUP is a Rochester, New York based financial advisory firm with nearly $1,170,631,357 in assets under management and provides investment advisory services for 4381 clients. There are currently 50 financial advisors at the firm.

General Information
Firm CRD#:

158964

Firm SEC#:

801-72741

Assets Under Management:

$1,170,631,357

No. of Clients:

4381

No. of Advisors:

50

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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